See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $55,947 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,388 | $65,435+4.5% | $86,677-21.1% | $66,914+2.2% |
| Participation rate | 83.2% | 75.5%+7.8pp | 76.6%+6.6pp | 69.8%+13.4pp |
| Annual return | -17.73% | -10.89%-6.8pp | 35.91%-53.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,648 | $2,153-23.4% | $2,836-41.9% | $2,544-35.2% |
| Participant deferral / active EE | $3,242 | $4,100-20.9% | $4,656-30.4% | $4,237-23.5% |
| Admin fee / account holder | $48 | $642-92.5% | $7,493-99.4% | $593-91.9% |